John Cusimano Email & Phone Number
Managing Director @ AssetWise Financial Group
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John Cusimano Location
- Matthews, NC, US
John Cusimano Work
- Managing Director @ (January 2024 - Present)
- Financial Advisor @ Raymond James (June 2015 - December 2023)
- Financial Advisor @ (December 2012 - June 2015)
- Compliance Analyst, Assistant Vice President @ (August 2006 - December 2012)
- Supervisory Principal @ (October 2005 - August 2006)
- Team Leader and Supervisory Principal - Retail Investment Group @ (February 2004 - October 2005)
John Cusimano Education
- State University of New York College at Fredonia
Bachelor of Arts (BA)
1994-1998
John Cusimano Skills
- Series 63
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Investments
- Finance
- Series 66
- Financial Services
- Wealth Management
- Compliance
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Risk Management
- Asset Management
- Series 24
- Uniform Combined State
- Management
- Trading
- Series 7
- Securities
- Series 31
John Cusimano Summary
- John Cusimano, based in Matthews, NC, US, is currently a Managing Director at AssetWise Financial Group. John Cusimano brings experience from previous roles at Raymond James and Wells Fargo Advisors. John Cusimano holds a 1994 - 1998 Bachelor of Arts (BA) @ State University of New York College at Fredonia. With a robust skill set that includes Series 63, Financial Advisory, Fixed Annuities, Insurance, Retirement Planning and more. John Cusimano has 2 emails and 5 mobile phone numbers on RocketReach.
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